Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Raymond has been in the financial services industry since May 1992. Bryan is currently registered with Wells Fargo Clearing Services, LLC. Prior to joining Wells Fargo Clearing Services, LLC, Bryan was registered with Wells Fargo Investments, LLC, Fintegra, LLC, CUNA Brokerage Services, Inc. and American Express Financial Advisors Inc. Bryan holds licenses for Series 63, 65, 7 and SIE. Bryan is also registered as an investment advisor in Alaska, Arizona, California, Florida, Idaho, Kentucky, Maryland, Missouri, Montana, New Hampshire, North Dakota, Oregon, South Dakota, Tennessee, Texas, Utah, Washington, and Wisconsin. Bryan is a financial advisor and specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ID
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (LEWISTON ID)
ID
07/19/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LEWISTON ID)
OR
02/01/2005 - 06/22/2007
FINTEGRA, LLC (HERMISTON OR)
IA
08/07/1993 - 01/31/2005
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MN
02/10/1992 - 05/26/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/10/1992 - 05/26/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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